What it does
Detects deals where only one contact from the buyer side is engaged, and surfaces them with a multi-threading task plus a recommended list of additional contacts to bring in.
You get
an early flag on single-threaded deal risk
with a contact list to act on it
How it works
Compute Threading Depth
create_ai_attributeCreate an AI-derived attribute 'threading_depth' on the Deal object. Count distinct buyer-side contacts who have (a) attended a meeting on this deal, OR (b) replied to an email on this deal, OR (c) been explicitly added as a deal contact. Output: integer count. Flag as 'single-threaded' if count = 1 and deal is in Demo / Proposal / Closing stage (early-stage single-threading is normal; late-stage is a red flag).
Identify Single-Threaded Deals
Create SegmentBuild a segment 'Single-threaded deals - mid+ stage' capturing open deals where threading_depth = 1 AND stage is Demo, Proposal, or Closing. Excludes deals < 14 days old (haven't had time for multi-threading naturally) and deals flagged as exec-buyer (1-person decision is genuine in some buyer profiles — e.g. founder-led SMB).
Build Multi-Threading Workflow
Create WorkflowCreate a workflow firing daily for deals newly-flagged as single-threaded. Step sequence: (1) recompute threading_depth (fresh); (2) for genuine single-threaded mid-stage deals, fetch suggested additional contacts from account enrichment (peer roles, manager up, related team members), prioritized by likely-buying-influence; (3) create a task for the rep labeled 'Multi-thread this deal: 3 suggested contacts' with the contact list pre-attached; (4) Slack DM to the rep with deal context. If lone champion is the decision-maker (CEO of a small co, etc.), suppress — that's not single-threading risk.
Build Threading Health Dashboard
Build DashboardCompose a threading health dashboard: % of mid+stage deals that are multi-threaded (target: 70%+; below 50% is a coaching gap), distribution of threading depth by stage, single-threaded-deal win rate vs. multi-threaded win rate (the proof-of-value chart), rep leaderboard on threading depth, and aged single-threaded deals (>30 days single-threaded = high-loss-risk pile).
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